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Fireside Financial Ep 13: Pension to Portfolio: Strategies for Drawing Income in Retirement
Manage episode 416725063 series 3008801
Konten disediakan oleh Joseph Curry and CFP Professional. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Joseph Curry and CFP Professional atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this episode, Joe and Regan navigate through the various income streams available in retirement, including pension plans, government benefits like CPP and OAS, investment portfolios, annuities, and even rental income.
They emphasize the importance of intentional decision-making, stressing the need for individuals to assess their expenses, maintain emergency funds, optimize taxes, and consider their net worth goals to ensure financial stability throughout retirement.
Read the full show notes and find more information here: FF EP 13 Show Notes
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